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What to Expect at your First Meeting

First Meeting

Making decisions that affect your financial future can feel intimidating. We use our first meeting as a time to learn more about you, your situation, your goals, and your risk tolerance. We never make recommendations without first learning about your particular situation. We’re here to provide you with sound, comprehensive advice in a comfortable setting and with a personal approach. In your first meeting you can expect the following:

Education

In your first meeting your advisor will explain how they are paid, their techniques, and what you can expect from them going forward. They’ll take time to answer all your questions.

Get to Know You

Years of experience have prepared us to guide you through your life transitions.

What to Bring

Bring your financial statements to your first meeting – your advisor will review these to get a better understanding of your current financial situation. They will never change your accounts without your written permission.

Get a Head Start

By completing our New Client form before your first meeting, we will have a better understanding of your needs. This will allow us to provide an initial consultation customized to you with a financial advisor in your area. 

Get Started